Ecommerce Monthly Report Template
A monthly ecommerce performance report with headline KPIs, a daily revenue-and-spend trend, a channel-by-channel breakdown, and the next month's priorities.
Need a different version? The AI document maker writes one from your notes. See also whitepapers and reports and business reports.
What's included
Sample content
The template comes filled with this example content. Describe your own and the AI rewrites it.
Read the full sample text
Fieldwork Studio Client report · October 2026
10
Monthly performance report
October 2026
Paid social, search, shopping and email — last 30 days, what worked, and the plan for November.
Revenue
Blended ROAS
Cost / purchase
Click-through
Oct 1 – Oct 31, 2026 · All paid channels Prepared by Fieldwork Studio
01 At a glance Northwind Outfitters · October 2026
Last 30 days
Best month of the year,
at a lower cost per sale.
Revenue from paid channels grew 18.4% on 4.1% more spend. The new winter catalogue ads and the early-access email carried the month. Search costs went up after Oct 20 — the fix is in the November plan.
Revenue
$412.8K
▲ 18.4%
Ad spend
$89.6K
▲ 4.1%
Blended ROAS
4.61×
▲ 0.6×
Purchases
3,829
▲ 16.2%
Cost / purchase
$23.40
▼ 12.0%
Click-through
3.2%
▲ 0.4 pts
Daily revenue and spend
Revenue Spend
What moved itWinter catalogue carousel (Meta) and the early-access email drove 41% of revenue.
WatchGoogle Search CPC rose 22% after Oct 20 as competitors raised bids on brand terms.
Fieldwork Studio 02 / 05
02 Channels Northwind Outfitters · October 2026
Channel performance
Meta and email led.
Search needs a reset.
| Channel | Spend | Revenue | ROAS | CPA | CTR | vs Sep |
|---|---|---|---|---|---|---|
| Meta (FB + IG) | $38,200 | $191,400 | 5.01× | $21.10 | 2.9% | ▲ 24% |
| Google Search | $21,600 | $70,300 | 3.25× | $31.80 | 6.1% | ▼ 9% |
| Google Shopping | $14,900 | $66,800 | 4.48× | $24.60 | 1.8% | ▲ 11% |
| TikTok | $9,400 | $27,100 | 2.88× | $33.20 | 1.4% | new |
| Email (owned) | $1,900 | $46,700 | 24.6× | $3.10 | 4.8% | ▲ 38% |
| Affiliates | $3,600 | $10,500 | 2.92× | $28.40 | — | ▬ 0% |
| Total | $89,600 | $412,800 | 4.61× | $23.40 | 3.2% | ▲ 18% |
Where the budget went
ROAS by channel
target 4.0×
Cost per purchase, week by week
CPA Sep avg $26.60
Fieldwork Studio 03 / 05
03 Wins and lessons Northwind Outfitters · October 2026
What worked
Three wins we will
build on.
5.0×
Winter catalogue carousel
Ten products per card with real prices. ROAS 5.0× on $14K, our best Meta ad this year.
$46.7K
Early-access email
Sent 48 h before the public drop to 22K VIPs. 4.8% CTR and 24.6× return on send cost.
−12%
Lower cost per sale
Cutting 31 weak ad sets moved budget to proven winners. CPA fell from $26.60 to $23.40.
Top creatives by click-through
CTR 4.1% Built for the first frost
Carousel · Meta 5.0× ROAS
CTR 3.6% Your winter list, early
Email · VIP 24.6× ROAS
CTR 2.7% Packs that pack small
Video 9:16 · TikTok 3.4× ROAS
What did not work
Brand search got expensiveTwo rivals bid on "Northwind jackets" from Oct 20. CPC +22%. We kept position but paid for it.
TikTok prospecting is early2.88× ROAS in month one. Good hook rate (31%), but the landing page loses mobile buyers.
Fieldwork Studio 04 / 05
04 What's next Northwind Outfitters · November 2026
November plan
Scale the winners into
Black Friday.
Budget shift, October → November
Oct Nov
- 1
Scale the catalogue carousel to $22K
Add 3 new product sets and a Black Friday price card. Keep the ROAS floor at 4.0×.
Owner · Paid social Nov 3
2. 2
Defend brand search with a cap
Exact-match brand campaign with a $2.40 CPC cap; move spend to Shopping where rivals are absent.
Owner · Search Nov 5
3. 3
Fix the mobile landing page
One-column product grid, sticky add-to-cart. Test against the current page for 14 days.
Owner · CRO + client dev Nov 12
4. 4
Three-step Black Friday email
Early access, launch, last chance. Same VIP list that returned 24.6× in October.
Owner · Lifecycle Nov 24
Revenue target
$540K
▲ 31% vs Oct
Spend
$118K
approved range
ROAS floor
4.0×
blended
CPA ceiling
$26.00
peak season
Fieldwork Studio 05 / 05
Related reading
Frequently asked questions
What should an ecommerce monthly report include?
An ecommerce monthly report should include revenue, ad spend, blended ROAS, purchases, and cost per purchase, a trend chart, a breakdown by channel, and the priorities for next month. This template has each part.
What is blended ROAS?
Blended ROAS is total revenue divided by total ad spend across every paid channel combined, instead of one channel at a time. It is the headline number most ecommerce reports lead with.
How often should an ecommerce brand send performance reports?
Monthly is standard for ongoing ad management, with a lighter weekly check-in for active campaigns. A monthly report gives enough data to spot real trends instead of day-to-day noise.
Is this ecommerce monthly report template free?
Yes. You can customize the ecommerce monthly report template for free and download it as a print-ready PDF for any client or brand.
Related templates
View all templates
Social Media Report template
A monthly social media report with performance numbers, weekly reach, top posts, and next month's content calendar. Built for an agency or freelancer to send a client.
Monthly Marketing Report template
A data-dense monthly marketing report for agencies and in-house teams. It covers a KPI dashboard, a daily revenue chart, a channel breakdown, what worked, and next month's priorities.
Campaign Post-Mortem Report template
A structured marketing campaign post-mortem with budget vs actuals, channel performance breakdown, key wins, learnings, and action items for next time.
SEO Report template
A professional monthly SEO report for agencies and consultants. Includes metric cards, traffic trend chart, keyword rankings table, backlinks acquired, technical audit section, and next month priorities.
PR Coverage Report template
A press coverage report that rounds up every article from a launch, with coverage highlights, outlet logos, a day-by-day coverage chart, and the full article list.
Marketing Funnel template
A polished marketing funnel report with a cover, funnel overview, insights, metrics, and campaign performance. Ideal for SaaS founders, investors, and operators.
Browse all 139 free PDF templates
View all templates